Providing comprehensive wealth management and advisory services to clients across the United States. At 365Sundays Wealth LLC, we provide integrated, fiduciary guidance designed to address every dimension of your financial life. Whether you engage us for ongoing wealth management or targeted strategic planning, our solutions are tailored entirely to your goals.
We design and implement custom portfolios grounded in Modern Portfolio Theory, aligning your investments precisely with your risk tolerance and long-term time horizon.
Portfolios are systematically overseen and rebalanced to maintain your target risk profile across changing market cycles.
We help portfolio savers and spenders determine a sustainable level of spending and stay close to it when not earning a salary.
We provide guidance on the order of saving and spending based on the various account types available to optimize your cash flow.
Being familiar with all your assets allows us to identify opportunities that may reduce income and estate taxes.
Comprehensive reviews of your legacy framework, coordinating seamlessly with your estate attorneys to ensure proper trust and will implementation.
Sophisticated risk mitigation, equity compensation planning (ISOs, NSOs, RSUs, ESPPs), and single-stock management.
We help parents and grandparents develop and implement a plan for college expenses.
Strategic selection of accounts like 529 plans to support children's and grandchildren's post-secondary goals.
Helping you make a meaningful difference in the world through tax-smart giving.
We help you maximize gifts while minimizing taxes and administrative burdens.
We seek to understand your insurance stack to ensure adequate life insurance coverage as well as inspect for gaps in property, casualty, and liability insurance coverage.
For clients who have reached the pinnacle of their professional journey and accumulated an intricate web of personal responsibilities, we step in to streamline your day-to-day duties and lay the groundwork for smooth, organized succession.
We assist family members in navigating both the immediate and long-range duties required for Family Limited Partnerships and complex estate structures.
Business owners are faced with many unique challenges and opportunities. We help these leaders see and execute unique opportunities, including start-up, growth, and the eventual sale of their business.
Establishing, reviewing, and providing fiduciary oversight for corporate retirement structures such as 401(k) and profit-sharing plans for professional practices and small businesses.